PhiniaPHIN
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 386 institutions reported holding Phinia Inc. (PHIN) in their 13F filings, up 17 from Q4 2025. 50 opened new positions and 34 sold out. The largest holders were BlackRock, Inc. ($392.5M), Vanguard Portfolio Management LLC ($172.0M) and Dimensional Fund Advisors LP ($159.9M). 9 famous investors held it, including John W. Rogers Jr. (0.1% of Ariel Investments's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Phinia Inc.
- CUSIP
- 71880K101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $52.7M |
| Exits | 34 | $86.6M |
All 13F filers, Q4 2025 → Q1 2026: 3,818,507 shares bought and 4,214,997 shares sold, net −396,490 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 386 holders
| BlackRock, Inc. | 0.01% | Reduce -0.2% | 5,735,120 | $392.5M |
| Vanguard Portfolio Management LLC | 0.01% | — | 2,512,703 | $172.0M |
| Dimensional Fund Advisors LP | 0.03% | Add +1.5% | 2,336,499 | $159.9M |
| FMR LLC | 0.01% | Add +57.6% | 2,015,040 | $137.9M |
| American Century Companies Inc. | 0.06% | Add +3.3% | 1,663,420 | $113.8M |
| Vanguard Capital Management LLC | 0.00% | — | 1,611,237 | $110.3M |
| State Street Corp. | 0.00% | Reduce -0.1% | 1,523,009 | $104.2M |
| LSV Asset Management | 0.20% | Add +3.3% | 1,386,085 | $94.9M |
| Geode Capital Management, LLC | 0.01% | Add +2.7% | 1,169,876 | $80.1M |
| Invesco Ltd. | 0.01% | Add +116.0% | 1,014,492 | $69.4M |
| Voss Capital, LP | 3.60% | Reduce -46.7% | 920,025 | $63.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -7.7% | 871,761 | $59.7M |
| Victory Capital Management Inc. | 0.04% | Add +297.3% | 799,031 | $54.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.5% | 686,641 | $47.0M |
| Morgan Stanley | 0.00% | Reduce -16.9% | 556,747 | $38.1M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -6.7% | 513,970 | $35.2M |
| ION Fund Management Ltd | 5.32% | Reduce -1.0% | 510,000 | $34.9M |
| Northern Trust Corp. | 0.00% | Add +2.3% | 453,609 | $31.0M |
| UBS Group AG | 0.01% | Reduce -11.7% | 440,468 | $30.1M |
| Qube Research & Technologies Ltd | 0.04% | Add +21.5% | 420,419 | $28.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.8% | 383,075 | $26.2M |
| Prevatt Capital Ltd | 7.01% | Add +18.8% | 380,000 | $26.0M |
| T. Rowe Price Investment Management, Inc. | 0.02% | New | 355,730 | $24.3M |
| Teacher Retirement System of Texas | 0.10% | Reduce -13.6% | 341,478 | $23.4M |
| Bridgeway Capital Management, LLC | 0.46% | Reduce -4.7% | 333,697 | $22.8M |
| Wellington Management Group LLP | 0.00% | Reduce -19.8% | 294,460 | $20.2M |
| Medina Value Partners, LLC | 3.78% | Reduce -12.2% | 263,422 | $18.0M |
| Heartland Advisors Inc. | 0.90% | Add +0.1% | 257,333 | $17.6M |
| Banyan Capital Management, Inc. | 7.54% | Reduce -1.7% | 255,523 | $17.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.2% | 262,868 | $17.3M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 245,072 | $16.8M |
| Bank of America Corp. | 0.00% | Reduce -4.3% | 234,849 | $16.1M |
| Principal Financial Group Inc. | 0.01% | Reduce -5.3% | 209,843 | $14.4M |
| Amundi | 0.00% | Add +4268.6% | 200,693 | $13.7M |
| Empowered Funds, LLC | 0.08% | Add +3.3% | 184,368 | $12.6M |
| Public Sector Pension Investment Board | 0.04% | Add +9.4% | 182,882 | $12.5M |
| Sei Investments Co. | 0.01% | Add +18.5% | 181,684 | $12.4M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -13.4% | 177,725 | $12.2M |
| Storebrand Asset Management As | 0.03% | Add +5.9% | 171,257 | $11.7M |
| Engine Capital Management, LP | 1.41% | No change | 170,622 | $11.7M |
| Kestrel Investment Management Corp. | 6.69% | Reduce -1.1% | 163,600 | $11.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.9% | 142,863 | $9.8M |
| Hillsdale Investment Management Inc. | 0.26% | Add +3.1% | 142,110 | $9.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +12.3% | 140,408 | $9.6M |
| Ancora Advisors LLC | 0.20% | Reduce -31.5% | 137,754 | $9.4M |
| Gotham Asset Management | 0.03% | Reduce -4.5% | 133,886 | $9.2M |
| Ariel Investments | 0.10% | Reduce -5.4% | 132,555 | $9.1M |
| Franklin Resources Inc. | 0.00% | New | 131,979 | $9.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +2.3% | 124,754 | $8.5M |
| Two Sigma Investments, LP | 0.01% | Add +70.1% | 123,300 | $8.4M |
| Citadel Advisors | 0.01% | Add +9.2% | 117,593 | $8.0M |
| Prudential Financial Inc. | 0.01% | Add +8.8% | 116,510 | $8.0M |
| Rhumbline Advisers | 0.01% | Add +1.4% | 115,528 | $7.9M |
| Nuveen, LLC | 0.00% | Add +21.7% | 112,359 | $7.7M |
| First Trust Advisors LP | 0.01% | Add +90.5% | 105,679 | $7.2M |
| Jane Street Group, LLC | 0.01% | Add +1501.3% | 98,338 | $6.7M |
| Peregrine Capital Management LLC | 0.24% | Reduce -8.8% | 94,977 | $6.5M |
| Federated Hermes, Inc. | 0.01% | Add +101789.1% | 93,738 | $6.4M |
| Legal & General Group Plc | 0.00% | Reduce -9.3% | 90,805 | $6.2M |
| Schroder Investment Management Group | 0.01% | Add +1.0% | 92,616 | $6.1M |
| WINTON GROUP Ltd | 0.21% | New | 86,526 | $5.9M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -13.7% | 82,423 | $5.6M |
| Bessemer Group Inc. | 0.01% | Add +46.5% | 82,024 | $5.6M |
| Swiss National Bank | 0.00% | Reduce -0.9% | 76,016 | $5.2M |
| Hudson Bay Capital Management LP | 0.04% | Add +65.2% | 75,956 | $5.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2.7% | 74,686 | $5.1M |
| Weiss Asset Management LP | 0.13% | Add +345.9% | 72,300 | $4.9M |
| Barclays PLC | 0.00% | Reduce -27.8% | 72,050 | $4.9M |
| AQR Capital Management | 0.00% | Add +25.7% | 71,434 | $4.8M |
| Swedbank AB | 0.00% | No change | 66,752 | $4.6M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -12.7% | 66,274 | $4.5M |
| Intech Investment Management LLC | 0.04% | Reduce -47.0% | 63,292 | $4.3M |
| Great Lakes Advisors, LLC | 0.04% | Reduce -3.4% | 62,527 | $4.3M |
| GAMCO Investors | 0.04% | Reduce -18.2% | 55,460 | $3.8M |
| Hancock Whitney Corp. | 0.07% | Reduce -17.1% | 52,513 | $3.8M |
| New York State Teachers Retirement System | 0.01% | Reduce -9.1% | 54,595 | $3.7M |
| Creative Planning | 0.00% | Add +56.1% | 52,872 | $3.6M |
| Knights of Columbus Asset Advisors LLC | 0.19% | Reduce -0.4% | 48,475 | $3.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.1% | 52,779 | $3.3M |
| California State Teachers Retirement System | 0.00% | Add +23.8% | 46,834 | $3.2M |
| Caxton Associates LLP | 0.07% | Reduce -7.2% | 42,729 | $2.9M |
| CWA Asset Management Group, LLC | 0.10% | Add +6.2% | 42,480 | $2.9M |
| Ballast Asset Management, LP | 1.28% | Add +2.5% | 42,147 | $2.9M |
| Steigerwald, Gordon & Koch Inc. | 0.29% | Reduce -0.9% | 41,618 | $2.8M |
| D. E. Shaw & Co. | 0.00% | Reduce -72.7% | 41,360 | $2.8M |
| Royce & Associates LP | 0.03% | Reduce -4.9% | 40,899 | $2.8M |
| Trexquant Investment LP | 0.02% | Reduce -36.9% | 40,667 | $2.8M |
| Capital Fund Management S.A. | 0.02% | Reduce -7.1% | 40,232 | $2.8M |
| Gabelli Funds LLC | 0.02% | Reduce -39.6% | 38,500 | $2.6M |
| Advisory Research Inc. | 0.31% | Reduce -86.2% | 37,203 | $2.5M |
| Meeder Asset Management Inc. | 0.14% | Add +11.1% | 35,721 | $2.4M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Reduce -8.2% | 34,388 | $2.4M |
| Deutsche Bank AG | 0.00% | Add +13.4% | 34,290 | $2.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 33,457 | $2.3M |
| Vanguard Global Advisers, LLC | 0.00% | — | 33,366 | $2.3M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -45.3% | 33,300 | $2.3M |
| Atom Investors LP | 0.16% | Reduce -78.3% | 32,332 | $2.2M |
| Wells Fargo & Company | 0.00% | Reduce -52.1% | 26,923 | $1.8M |
| Tudor Investment Corporation | 0.01% | New | 25,489 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.2% | 25,307 | $1.7M |
| Quantinno Capital Management LP | 0.00% | Add +8.0% | 25,165 | $1.7M |
| Wittenberg Investment Management, Inc. | 0.59% | Reduce -2.1% | 23,007 | $1.6M |
| Algert Global LLC | 0.02% | Reduce -45.0% | 22,880 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Add +40.1% | 22,859 | $1.6M |
| HITE Hedge Asset Management LLC | 0.09% | Reduce -90.6% | 22,690 | $1.6M |
| Handelsbanken Fonder AB | 0.01% | Add +48.3% | 22,100 | $1.5M |
| Illinois Municipal Retirement Fund | 0.02% | Add +11.1% | 21,925 | $1.5M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.9% | 20,971 | $1.4M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -3.6% | 20,847 | $1.4M |
| Ritholtz Wealth Management | 0.02% | Reduce -1.4% | 20,464 | $1.4M |
| ABS Direct Equity Fund LLC | 1.05% | Reduce -55.5% | 20,003 | $1.4M |
| Tocqueville Asset Management L.P. | 0.02% | Reduce -9.9% | 19,775 | $1.4M |
| State of Wisconsin Investment Board | 0.00% | Reduce -74.2% | 18,831 | $1.3M |
| Janus Henderson Group PLC | 0.00% | No change | 18,000 | $1.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -34.9% | 17,935 | $1.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.2% | 17,880 | $1.2M |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.1% | 17,206 | $1.2M |
| Globeflex Capital L P | 0.18% | New | 17,167 | $1.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.6% | 17,150 | $1.2M |
| SG Americas Securities, LLC | 0.00% | Reduce -3.4% | 17,118 | $1.2M |
| Engineers Gate Manager LP | 0.01% | Add +164.5% | 17,054 | $1.2M |
| US Bancorp \de | 0.00% | Reduce -0.9% | 16,901 | $1.2M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -4.5% | 16,800 | $1.1M |
| Elo Mutual Pension Insurance Co | 0.02% | Add +19.3% | 16,666 | $1.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +27.8% | 16,375 | $1.1M |
| Horizon Investments, LLC | 0.01% | Add +49.9% | 16,342 | $1.1M |
| SkyView Investment Advisors, LLC | 0.15% | Add +0.7% | 15,856 | $1.1M |
| Dorsey Wright & Associates | 0.13% | New | 15,453 | $1.1M |
| CIBC Bancorp USA Inc. | 0.00% | — | 15,236 | $1.0M |
| KLP Kapitalforvaltning As | 0.00% | Add +2.0% | 15,200 | $1.0M |
| Centiva Capital, LP | 0.05% | Add +47.6% | 15,183 | $1.0M |
| Rock Creek Group LLC | 0.10% | Reduce -57.4% | 14,903 | $1.0M |
| Fractal Investments LLC | 0.12% | No change | 14,900 | $1.0M |
| Long Road Investment Counsel, LLC | 0.40% | No change | 14,826 | $1.0M |
| Cambria Investment Management, L.P. | 0.06% | Add +3.6% | 14,791 | $1.0M |
| STRS Ohio | 0.00% | Reduce -5.8% | 14,700 | $1.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -44.4% | 14,011 | $959K |
| XTX Topco Ltd | 0.02% | Reduce -13.8% | 13,969 | $956K |
| Aristeia Capital, L.L.C. | 0.04% | New | 13,964 | $956K |
| HRT Financial LP | 0.00% | Reduce -61.8% | 13,798 | $944K |
| Commerce Bank | 0.00% | Reduce -0.7% | 13,547 | $927K |
| Susquehanna International Group, LLP | 0.00% | Reduce -64.6% | 13,477 | $922K |
| Squarepoint Ops LLC | 0.00% | Reduce -51.5% | 13,433 | $919K |
| Nomura Holdings Inc. | 0.01% | Add +47.6% | 13,331 | $912K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 13,303 | $910K |
| Mariner, LLC | 0.00% | Reduce -38.8% | 12,805 | $876K |
| Nomura Asset Management International Inc. | 0.00% | No change | 12,800 | $876K |
| New York State Common Retirement Fund | 0.00% | No change | 12,697 | $869K |
| Man Group plc | 0.00% | New | 12,240 | $838K |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -1.5% | 12,175 | $833K |
| Searle & Co. | 0.21% | Reduce -4.0% | 12,000 | $821K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -4.3% | 11,664 | $798K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -4.9% | 11,546 | $790K |
| Raymond James Financial Inc. | 0.00% | New | 11,153 | $763K |
| Brooklyn Investment Group | 0.02% | Add +34.4% | 10,941 | $749K |
| Amalgamated Bank | 0.01% | Reduce -3.0% | 10,918 | $747K |
| Natixis Advisors, LLC | 0.00% | Add +5.4% | 10,633 | $728K |
| Fox Run Management, L.L.C. | 0.13% | Reduce -2.2% | 11,042 | $728K |
| Arizona State Retirement System | 0.00% | Reduce -2.2% | 10,564 | $723K |
| Measured Wealth Private Client Group, LLC | 0.20% | Add +55494.7% | 10,563 | $723K |
| CHICAGO TRUST Co NA | 0.12% | Reduce -3.0% | 10,416 | $713K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 10,216 | $699K |
| Citigroup Inc. | 0.00% | Reduce -32.7% | 10,180 | $697K |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.3% | 10,168 | $696K |
| Ethic Inc. | 0.01% | Add +11.6% | 10,104 | $691K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Add +3.8% | 9,640 | $659K |
| Fifth Third Bancorp | 0.00% | Add +1666.5% | 9,610 | $658K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -1.5% | 9,376 | $642K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 9,108 | $623K |
| OneDigital Investment Advisors LLC | 0.01% | Add +1.0% | 9,104 | $623K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +3.1% | 9,018 | $617K |
| State of Wyoming | 0.07% | Reduce -5.0% | 8,905 | $609K |
| Allstate Corp. | 0.01% | New | 8,749 | $599K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.4% | 8,678 | $594K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -1.1% | 8,648 | $592K |
| GMO | 0.00% | Add +10.1% | 8,558 | $586K |
| Harvest Fund Management Co., Ltd | 0.02% | Add +47.4% | 8,535 | $584K |
| Verdence Capital Advisors LLC | 0.03% | New | 8,282 | $567K |
| Tidal Investments LLC | 0.00% | Reduce -15.5% | 7,785 | $533K |
| Panagora Asset Management Inc. | 0.00% | No change | 7,750 | $530K |
| Picton Mahoney Asset Management | 0.01% | New | 7,213 | $494K |
| Mercer Global Advisors Inc. | 0.00% | Add +2.1% | 7,158 | $490K |
| Sterling Capital Management LLC | 0.01% | Reduce -37.7% | 7,111 | $487K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -32.7% | 6,850 | $470K |
| Captrust Financial Advisors | 0.00% | Add +1.6% | 6,852 | $469K |
| Quadrant Capital Group LLC | 0.01% | Reduce -0.0% | 6,754 | $462K |
| Pictet Asset Management Holding SA | 0.00% | Add +12.7% | 6,669 | $456K |
| Millennium Management | 0.00% | Reduce -92.6% | 6,562 | $449K |
| Western Wealth Management, LLC | 0.02% | New | 6,525 | $447K |
| Neuberger Berman Group LLC | 0.00% | Reduce -6.1% | 6,495 | $445K |
| Watershed Asset Management, L.L.C. | 0.46% | Reduce -21.9% | 6,486 | $444K |
| Voya Investment Management LLC | 0.00% | Reduce -3.5% | 6,460 | $442K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -4.4% | 6,290 | $430K |
| Royal Bank of Canada | 0.00% | Reduce -3.8% | 6,287 | $429K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -8.5% | 6,169 | $422K |
| Jackson Creek Investment Advisors LLC | 0.12% | New | 6,136 | $420K |
| Villanova Investment Management Co LLC | 0.42% | Reduce -81.7% | 6,055 | $414K |
| Advisors Asset Management, Inc. | 0.01% | Add +2.1% | 6,055 | $414K |
| HSBC Holdings PLC | 0.00% | New | 5,957 | $406K |
| ProShare Advisors LLC | 0.00% | Reduce -20.1% | 5,923 | $405K |
| Acorn Financial Advisory Services Inc. | 0.05% | Reduce -1.0% | 5,758 | $394K |
| Bank of Montreal | 0.00% | Add +0.3% | 5,579 | $382K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -1.7% | 5,497 | $376K |
| Focus Partners Wealth | 0.00% | Reduce -19.8% | 5,489 | $376K |
| Martingale Asset Management L P | 0.01% | Add +10.1% | 5,455 | $373K |
| Pathstone Holdings, LLC | 0.00% | Reduce -1.8% | 5,282 | $361K |
| Keybank National Association | 0.00% | New | 5,232 | $358K |
| EntryPoint Capital, LLC | 0.10% | New | 5,231 | $358K |
| Optimize Financial Inc. | 0.18% | Reduce -4.7% | 5,226 | $358K |
| LPL Financial LLC | 0.00% | Add +5.0% | 5,211 | $357K |
| Landscape Capital Management, L.L.C. | 0.02% | New | 5,134 | $351K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,040 | $345K |
| Corient Private Wealth LP | 0.00% | Add +10.6% | 4,891 | $335K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.2% | 4,645 | $318K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -52.1% | 4,500 | $308K |
| Swiss Life Asset Management Ltd | 0.00% | New | 4,479 | $307K |
| Mirabella Financial Services LLP | 0.03% | Reduce -44.9% | 4,391 | $301K |
| Baron Wealth Management LLC | 0.09% | Add +2.4% | 4,382 | $300K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -1.3% | 4,339 | $297K |
| State of Michigan Retirement System | 0.00% | No change | 4,218 | $289K |
| Citizens Financial Group Inc. | 0.00% | Add +0.2% | 3,919 | $268K |
| United Capital Financial Advisors, LLC | 0.00% | Add +3.1% | 3,903 | $267K |
| QRG Capital Management, Inc. | 0.00% | New | 3,890 | $266K |
| Shufro Rose & Co. LLC | 0.02% | New | 3,859 | $264K |
| CIBC Asset Management Inc | 0.00% | Reduce -3.4% | 3,846 | $263K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -5.0% | 3,836 | $263K |
| Commonwealth Equity Services, LLC | 0.00% | New | 3,684 | $252K |
| Capstone Investment Advisors, LLC | 0.00% | Reduce -82.0% | 3,659 | $250K |
| Cerity Partners LLC | 0.00% | Reduce -51.1% | 3,656 | $250K |
| McMillan Office, Inc. | 0.03% | No change | 3,600 | $246K |
| Xponance LLC | 0.00% | New | 3,595 | $246K |
| Abel Hall, LLC | 0.05% | New | 3,551 | $243K |
| Praxis Investment Management Inc. | 0.01% | No change | 3,280 | $224K |
| nVerses Capital, LLC | 0.20% | New | 3,247 | $222K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 3,220 | $220K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.4% | 3,189 | $218K |
| Aristides Capital LLC | 0.07% | Reduce -13.1% | 3,180 | $218K |
| Vestcor Inc | 0.01% | New | 3,163 | $216K |
| FourThought Financial Partners, LLC | 0.02% | New | 3,144 | $215K |
| MQS Management LLC | 0.15% | New | 3,137 | $215K |
| Marshall Wace, LLP | 0.00% | New | 3,072 | $210K |
| Quent Capital, LLC | 0.01% | Reduce -1.0% | 3,050 | $209K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.0% | 2,945 | $202K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 2,806 | $192K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +96.7% | 2,779 | $190K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Reduce -1.4% | 2,408 | $165K |
| Corient IA LP | 0.13% | New | 2,030 | $139K |
| Jones Financial Companies LLLP | 0.00% | Add +29.8% | 1,900 | $128K |
| Rothschild Investment LLC | 0.01% | Add +0.9% | 1,768 | $121K |
| Hantz Financial Services, Inc. | 0.00% | Add +78.0% | 1,743 | $119K |
| GAMMA Investing LLC | 0.01% | Add +7.8% | 1,571 | $108K |
| Cwm, LLC | 0.00% | Add +3.6% | 1,423 | $97K |
| KBC Group NV | 0.00% | No change | 1,422 | $97K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -2.6% | 1,326 | $91K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +49.7% | 1,132 | $77K |
| C M Bidwell & Associates Ltd. | 0.03% | Reduce -24.6% | 1,014 | $69K |
| Central Pacific Bank - Trust Division | 0.01% | Reduce -37.5% | 1,000 | $68K |
| Rockefeller Capital Management L.P. | 0.00% | Add +183.9% | 985 | $67K |
| MAI Capital Management | 0.00% | Add +1.4% | 930 | $64K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 900 | $63K |
| Whittier Trust Co. | 0.00% | No change | 829 | $57K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +44.7% | 732 | $50K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +0.4% | 726 | $50K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -16.6% | 675 | $46K |
| IFP Advisors, Inc | 0.00% | No change | 669 | $46K |
| CX Institutional | 0.00% | Add +0.1% | 657 | $45K |
| Signaturefd, LLC | 0.00% | Add +40.2% | 582 | $40K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 570 | $39K |
| Versant Capital Management, Inc | 0.00% | Add +280.5% | 468 | $32K |
| Global Trust Asset Management, LLC | 0.01% | No change | 458 | $31K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +24.6% | 435 | $30K |
| Larson Financial Group LLC | 0.00% | Reduce -0.5% | 423 | $29K |
| Basecamp Wealth Advisors LLC | 0.01% | No change | 417 | $29K |
| Farther Finance Advisors, LLC | 0.00% | Add +12.9% | 403 | $28K |
| Parallel Advisors, LLC | 0.00% | Add +35.8% | 398 | $27K |
| Assetmark, Inc. | 0.00% | Add +10.0% | 385 | $26K |
| Advisory Services Network, LLC | 0.00% | New | 342 | $23K |
| Allworth Financial LP | 0.00% | Add +65.0% | 335 | $23K |
| UMB Bank, n.a. | 0.00% | Add +0.7% | 312 | $21K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 310 | $21K |
| Eastern Bank | 0.00% | No change | 277 | $19K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -56.4% | 281 | $19K |
| Kemnay Advisory Services Inc. | 0.00% | New | 243 | $17K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +22400.0% | 225 | $15K |
| Olistico Wealth, LLC | 0.01% | No change | 212 | $15K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -6.0% | 203 | $14K |
| Wolff Wiese Magana LLC | 0.01% | No change | 201 | $14K |
| Montag A & Associates Inc. | 0.00% | No change | 180 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 176 | $12K |
| Capital Analysts, LLC | 0.00% | No change | 177 | $12K |
| Sunbelt Securities, Inc. | 0.00% | No change | 169 | $12K |
| Mather Group, Llc. | 0.00% | New | 158 | $11K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 154 | $11K |
| Oakworth Capital, Inc. | 0.00% | No change | 147 | $10K |
| Covestor Ltd | 0.01% | Add +168.4% | 153 | $10K |
| CENTRAL TRUST Co | 0.00% | No change | 144 | $10K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | Reduce -3.8% | 126 | $9K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 120 | $8K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 115 | $8K |
| Parkside Financial Bank & Trust | 0.00% | No change | 103 | $7K |
| LRI Investments, LLC | 0.00% | Add +21.2% | 103 | $7K |
| SHP Wealth Management | 0.00% | Add +400.0% | 100 | $7K |
| Cromwell Holdings LLC | 0.00% | No change | 98 | $7K |
| Dogwood Wealth Management LLC | 0.00% | No change | 97 | $7K |
| WPG Advisers, LLC | 0.00% | Add +2.3% | 88 | $6K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -89.5% | 82 | $6K |
| Bare Financial Services, Inc | 0.00% | Add +508.3% | 73 | $5K |
| NewEdge Advisors, LLC | 0.00% | Add +4.3% | 72 | $5K |
| TD Private Client Wealth LLC | 0.00% | Add +6.0% | 71 | $5K |
| Sittner & Nelson, LLC | 0.00% | No change | 60 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Add +13.2% | 60 | $4K |
| Arax Advisory Partners | 0.00% | Add +173.7% | 52 | $4K |
| MCF Advisors LLC | 0.00% | No change | 56 | $4K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 53 | $4K |
| United Financial Planning Group LLC | 0.00% | New | 52 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +40.5% | 52 | $4K |
| Harbour Investments, Inc. | 0.00% | New | 50 | $3K |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 45 | $3K |
| CVA Family Office, LLC | 0.00% | No change | 45 | $3K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 40 | $3K |
| Clearstead Advisors, LLC | 0.00% | New | 40 | $3K |
| Bayban | 0.00% | New | 39 | $3K |
| High Note Wealth, LLC | 0.00% | No change | 36 | $2K |
| International Assets Investment Management, LLC | 0.00% | No change | 35 | $2K |
| IMA Advisory Services, Inc. | 0.00% | Reduce -2.8% | 35 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Add +750.0% | 34 | $2K |
| Blue Trust, Inc. | 0.00% | No change | 31 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 26 | $2K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.00% | No change | 26 | $2K |
| Arlington Trust Co LLC | 0.00% | New | 26 | $2K |
| Ares Financial Consulting, LLC | 0.00% | No change | 25 | $2K |
| Financially Speaking Inc | 0.01% | No change | 24 | $2K |
| Whipplewood Advisors, LLC | 0.00% | New | 24 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 24 | $2K |
| Root Financial Partners, LLC | 0.00% | Add +50.0% | 24 | $2K |
| Investors Portfolio Services LLC | 0.00% | New | 20 | $2K |
| Intentional Wealth Strategies, LLC | 0.00% | — | 23 | $2K |
| Nemes Rush Group LLC | 0.00% | No change | 23 | $2K |
| Optiver Holding B.V. | 0.00% | Reduce -33.3% | 22 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 20 | $1K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 19 | $1K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 19 | $1K |
| Huntington National Bank | 0.00% | Reduce -9.5% | 19 | $1K |
| Marquette Asset Management, LLC | 0.00% | New | 18 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 17 | $1K |
| MTM Investment Management, LLC | 0.00% | No change | 17 | $1K |
| Fortitude Family Office, LLC | 0.00% | No change | 16 | $1K |
| Colonial Trust Advisors | 0.00% | Reduce -94.5% | 15 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 18 | $1K |
| Manchester Capital Management LLC | 0.00% | No change | 14 | $959 |
| Essential Partners LLC | 0.00% | No change | 13 | $890 |
| Rossby Financial, LCC | 0.00% | New | 12 | $835 |
| JPL Wealth Management, LLC | 0.00% | New | 12 | $822 |
| Red Tortoise LLC | 0.00% | No change | 12 | $821 |
| Gilpin Wealth Management, LLC | 0.00% | Add +175.0% | 11 | $753 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 11 | $752 |
| Creative Capital Management Investments LLC | 0.00% | New | 10 | $684 |
| Key Financial Inc | 0.00% | No change | 10 | $684 |
| Private Wealth Management Group, LLC | 0.00% | No change | 8 | $548 |
| Brown Brothers Harriman & Co. | 0.00% | No change | 8 | $548 |
| Grove Bank & Trust | 0.00% | Add +250.0% | 7 | $479 |
| Torren Management, LLC | 0.00% | Reduce -95.2% | 6 | $418 |
| DecisionPoint Financial, LLC | 0.00% | No change | 6 | $411 |
| Rialto Wealth Management, LLC | 0.00% | New | 6 | $411 |
| Zions Bancorporation, National Association | 0.00% | New | 6 | $411 |
| Dunhill Financial, LLC | 0.00% | No change | 5 | $352 |
| True Wealth Design, LLC | 0.00% | No change | 5 | $343 |
| Lanark Financial, Inc. | 0.00% | Reduce -16.7% | 5 | $342 |
| Meramec Financial Planners, LLC | 0.00% | No change | 4 | $296 |
| Birchbrook, Inc. | 0.00% | No change | 4 | $294 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 4 | $274 |
| Elevated Capital Advisors, LLC | 0.00% | No change | 4 | $274 |
| Abound Wealth Management | 0.00% | No change | 4 | $274 |
| Sachetta, LLC | 0.00% | Reduce -50.0% | 4 | $274 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 4 | $274 |
| Ankerstar Wealth, LLC | 0.00% | No change | 2 | $137 |
| Arcadia Investment Management Corp. | 0.00% | No change | 2 | $137 |
| Inspire Investing, LLC | 0.00% | No change | 2 | $137 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -96.2% | 2 | $137 |
| Seneschal Advisors, LLC | 0.00% | No change | 1 | $69 |
| SouthState Bank Corp | 0.00% | No change | 1 | $69 |
| GHP Investment Advisors, Inc. | 0.00% | New | 1 | $69 |
| Kilter Group LLC | 0.00% | No change | 1 | $69 |
| NBT Bank, N.A. | 0.00% | New | 1 | $68 |
| AdvisorNet Financial, Inc | 0.00% | No change | 1 | $68 |
| Avion Wealth | 0.00% | No change | 10 | $0 |
"% of holder's portfolio" is PHIN's weight in each manager's 13F, not the share of Phinia Inc. the manager owns.